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How to Create a Billable Item and Deduct from a Commission
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3 minutes
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Create a New Bill
Verify Billable Expense in Agent Profile
Close Transaction and Collect Payment
Verify Applied Payment
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Navigate to Brokerage Engine
Create a New Bill
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Click "Accounting" to enter the new Bill received.
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Click "Quick Actions"
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Click "New Bill"
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Select the Vendor from the dropdown menu.
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Click "Aaron Otis Photography Vendor"
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Select the Terms from the dropdown menu.
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Click "Net 15"
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Select the A/P Account from the dropdown menu.
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Click "2010 - Commission Payable"
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Click this date field to enter the Bill Date.
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The Due Date will auto populate from the Bill Date and the Terms given.
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Click the "Bill No." field and type the necessary information.
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Click here to select an account.
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If needed, fill out the description.
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Click this text field to add the amount to be allocated to the customer. Remember that you can allocate to multiple customers from the same bill.
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Make sure the Billable checkbox is selected.
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Click "-- Select Customer --" to choose the Customer Profile for the Agent.
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Click "Luca Maisuls (C) Customer"
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